How much do Nippon India Retirement Fund - Wealth Creation Scheme and UTI Retirement Fund overlap?

They share 9 common holdings, a weighted portfolio overlap of about 12.36% (low overlap — mostly different holdings), as on Apr 2026. Information only, not investment advice.

What does 12.36% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Nippon India Retirement Fund - Wealth Creation Scheme vs UTI Retirement Fund

Nippon India MF · Solution-OrientedUTI MF · Solution-Oriented· as on Apr 2026

Weighted portfolio overlap

12.36%

Low overlap

Common

Only Nippon

Only UTI

9 of 109 unique stocks in common · Jaccard: 8.3%

Common holdings

Stock	in Nippon	in UTI
HDFC BankBanks	6.15%	2.64%
ICICI BankBanks	7.44%	2.43%
InfosysIT - Software	2.30%	1.73%
Reliance IndustriesPetroleum Products	6.64%	1.53%
Larsen & ToubroConstruction	3.20%	1.50%
State Bank of IndiaBanks	2.67%	0.83%
Indus TowersTelecom - Services	0.98%	0.81%
Crompton Greaves Consumer ElectricalsConsumer Durables	0.72%	0.46%
The Federal BankBanks	1.00%	0.43%

FAQ

How much do Nippon India Retirement Fund - Wealth Creation Scheme and UTI Retirement Fund overlap?: They share 9 common holdings, a weighted portfolio overlap of about 12.36% (low overlap — mostly different holdings), as on Apr 2026. Information only, not investment advice.
What does 12.36% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.